Wolff Financial Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Hold |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $207K | Hold |
|
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|
2024
Q3 | $239K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $216K | Buy |
|